SZEIX Mutual Fund

SZEIX Mutual Fund

NAV$7.17
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Returns Overview

1 Month
-3.62%
3 Months
-4.51%
6 Months
-0.26%
YTD
-1.32%
1 Year
+0.76%
3 Years (annualized)
+4.27%
5 Years (annualized)
-4.65%
10 Years (annualized)
-2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SZEIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan EMBI Global Diversified ex-GCC Index
This Mutual Fund (YTD)
-1.32%
Peer Avg (YTD)
+0.32%
vs Peers
-1.64%

SZEIX Mutual Fund Performance

SZEIX performance across multiple time periods: 1-month -3.62%, YTD -1.32%, 1-year 0.76%, 3-year 4.27%, 5-year -4.65%, 10-year -2.33%.

SZEIX returns trail the peer average of 0.32% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

SZEIX vs another fund shows side-by-side returns. SZEIX alternatives are available in the Mutual Fund Screener.